JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.53B
1-Year Est. Return 19.27%
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.3M
3
+$1.63M
4
OPK icon
Opko Health
OPK
+$1.29M
5
HD icon
Home Depot
HD
+$1.16M

Top Sells

1
+$18.8M
2
+$11.7M
3
+$4.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.59M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.56M

Sector Composition

1 Consumer Discretionary 6.94%
2 Financials 4.54%
3 Industrials 4.33%
4 Technology 4.29%
5 Healthcare 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$333K 0.12%
+4,340
127
$333K 0.12%
+2,009
128
$330K 0.12%
+4,818
129
$329K 0.12%
+7,506
130
$326K 0.12%
12,010
-4,978
131
$325K 0.12%
2,350
+4
132
$324K 0.12%
+1,844
133
$323K 0.12%
14,985
134
$322K 0.12%
+7,936
135
$322K 0.12%
11,344
-8,863
136
$321K 0.12%
2,291
-5,470
137
$320K 0.12%
+12,689
138
$320K 0.12%
+13,108
139
$320K 0.12%
+6,260
140
$319K 0.12%
5,099
+53
141
$314K 0.12%
4,403
-1,224
142
$313K 0.12%
7,082
+534
143
$310K 0.12%
+2,396
144
$310K 0.12%
+7,985
145
$303K 0.11%
8,393
+877
146
$298K 0.11%
3,879
-545
147
$296K 0.11%
7,746
-8,292
148
$291K 0.11%
+2,641
149
$287K 0.11%
3,992
-73
150
$283K 0.11%
2,885
-8,055
4 5
6
7 8